Daily money managers are an integral part of a client’s financial team. Helping to settle estates is one example of how these professionals collaborate with clients’ attorneys, accountants, and financial planners to attend to the many details of the probate process....
It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
Wow, there is nothing like the experience of a great concert. Whether it’s your favorite band, a symphony orchestra, a wonderful choir, or just a jam session. Hearing a group of people work together in harmony just feels right. I sing with a Big Band. There are 18...
Sorting, updating, and organizing your important documents and financial information is an important first step to building a strong financial foundation. But you may be like me and think organizing paperwork is the worst way to spend the day, akin to cleaning out the...
Financial Anxiety is an internal trigger from thoughts relating to money. It is a feeling of distress and can be described as worry. An example is when someone has thoughts of not having enough money to retire or worrying about being laid off due to COVID. Constant...
As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. Articles about the need for work-life balance proliferate. But I find there is one area where many high-net-worth individuals...
